NB
EMXF icon

NBT Bank’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

NBT Bank’s Portfolio EMXF Stock Details EMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$148K Sell
2,557
-10
-0.4% -$548 0.01% 399
2026
Q1 		$123K Hold
2,567
– – 0.01% 409
2025
Q4 		$119K Buy
2,567
+305
+13% +$14.2K 0.01% 405
2025
Q3 		$102K Hold
2,262
– – 0.01% 424
2025
Q2 		$97K Hold
2,262
– – 0.01% 429
2025
Q1 		$86.5K Hold
2,262
– – 0.01% 432
2024
Q4 		$84.3K Hold
2,262
– – 0.01% 444
2024
Q3 		$91.7K Buy
+2,262
New +$85.2K 0.01% 446

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

NBT Bank's EMXF Position: Q2 2026 in Review

NBT Bank reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 0.39% in Q2 2026, selling an estimated $548 and leaving 2,557 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #399.

NBT Bank first reported a position in EMXF in Q3 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • NBT Bank held 2,557 shares of iShares ESG Advanced MSCI EM ETF worth $148K as of Q2 2026.
  • NBT Bank sold 10 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $548.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #399 holding.
  • NBT Bank first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2024 and has held it in 8 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.